Sunbelt Securities’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sunbelt Securities’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.2K	Buy	727 +2	+0.3%	+$148	﹤0.01%	998
2025 Q4	$51.8K	Sell	725 -230	-24%	-$16.5K	﹤0.01%	989
2025 Q3	$70.1K	Buy	955 +902	+1,702%	+$65.9K	﹤0.01%	918
2025 Q2	$3.71K	Buy	+53	New	+$3.84K	﹤0.01%	1506
2025 Q1	–	Sell	-53	Closed	-$3.7K	–	1893
2024 Q4	$3.7K	Hold	53	–	–	﹤0.01%	1509
2024 Q3	$3.8K	Hold	53	–	–	﹤0.01%	1500
2024 Q2	$3.44K	Hold	53	–	–	﹤0.01%	1463
2024 Q1	$3.49K	Hold	53	–	–	﹤0.01%	1427
2023 Q4	$3.32K	Hold	53	–	–	﹤0.01%	1380
2023 Q3	$3.12K	Hold	53	–	–	﹤0.01%	1394
2023 Q2	$3.33K	Hold	53	–	–	﹤0.01%	1387
2023 Q1	$3.28K	Buy	+53	New	+$3.31K	﹤0.01%	1371
2020 Q1	–	Sell	-3,994	Closed	-$233K	–	618
2019 Q4	$233K	Buy	+3,994	New	+$229K	0.02%	503

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunbelt Securities's SPLV Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.28% in Q1 2026, buying an estimated $148 and bringing the position to 727 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Sunbelt Securities first reported a position in SPLV in Q4 2019 and has held it in 13 quarters since. The position peaked at $233K in Q4 2019. 758 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Sunbelt Securities held 727 shares of Invesco S&P 500 Low Volatility ETF worth $53.2K as of Q1 2026.
Sunbelt Securities bought 2 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $148.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #998 holding.
Sunbelt Securities first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 13 quarters since.
Sunbelt Securities's Invesco S&P 500 Low Volatility ETF position peaked at $233K in Q4 2019.
758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.